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Description: The latest edition of the annual Internet Trends report finds continued robust online growth. There are now 2.4 billion Internet users around the world, and the total continues to grow apace. Mobil...

The latest edition of the annual Internet Trends report finds continued robust online growth. There are now 2.4 billion Internet users around the world, and the total continues to grow apace. Mobile usage is expanding rapidly, while the mobile advertising opportunity remains largely untapped. The report reviews the shifting online landscape, which has become more social and content rich, with expanded use of photos, video and audio. Looking ahead, the report finds early signs of growth for wearable computing devices, like glasses, connected wrist bands and watches – and the emergence of connected cars, drones and other new platforms

Opt-In Video – ‘Big Brother’ Meets Big Mother?
30% of Dropcam viewers used Talk Back to interact over past 2 weeks.
When I am on the road, I still join my husband in singing bedtime lullabies using Dropcam, a Wi-Fi video monitoring camera that streams to my phone and computer. – Randi Zuckerberg Parents Can See & Talk With Children While Away From Home

Source: Dropcam,5/13. Mashable, 4/13

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Sound…

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Sound = Emerging as Voice Comes Back to Phones…

SoundCloud
11 Hours of Sound Uploaded per Minute

Tencent WeChat
400MM+ Users, 4x Y/Y

Source: SoundCloud, Tencent.

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Data…

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Win-Win-Win Sharing = Growing Quickly – You Help Me, I Help You, We Help Others
Waze
• • 48MM Users, +2x Y/Y 1B+ Miles Driven per Month w/ Waze Open

Source: Frank N. Magid Associates, “Facebook Fatigue - Fact or Fiction?”, March 2013. Based on a study of 2K social media users aged 12-64 who were asked “Which of the Following Social Media Do You Use?” 2011 Pinterest and Instagram data from 9/12 / 4/12.

Source: Ipsos OTX. *Survey was published on May 14, 2013, the underlying data derived from an online survey (weighted sample size of 12,000 across 24 countries) conducted between January 1-18, 2013. Survey question is “describe how much you share online (including status updates, feelings, photos, videos, links, etc.)”

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Unprecedented Transparency in Time of Tremendous Global Uncertainty…
Ramp in Always-On Connected Global Citizens
• 1.1B+ global active Facebook users…68% on mobiles…60% log in daily…with average 200+ friends… 350MM photos uploaded daily…* It’s hard to hide - ‘truth’ can be a photo or video / click–send away. ‘Clean, well-lighted place to do business?’ ‘People are basically good?’ Perhaps the world is on cusp of being safer than ever? There are lots of sacrifices. This is new terrain. Only time will tell how all this plays out…

Source: IDC, 3/13. Facebook-sponsored research asked smartphone owners how an array of social and communication activities on their phones made them feel. Most owners use ~7.4 social and communications apps on their phones. Responses are indexed above.

Source: Morgan Stanley Research estimates. Note: One user may have multiple devices - actual number of actual smartphone + mobile phone devices in use (subscription numbers) may be higher than user numbers.

Source: TomiAhonen Almanac 2013, LINK. ‘Other’ includes voicemail, charging and miscellaneous activities. We cross-checked Tomi’s analysis to gain context. Our references include: 1) Motorola Mobility / Google (consumers interact with their phones more than 100x per day, mid-2012); 2) Leading 3G Carrier with Operations in Europe & Asia (smartphone users interact with mobiles ~150x per day); 3) IDC (51 blended average of social sessions per smartphone user per day in USA, 3/13…excluded services like checking time, alarm and calendar events, web browsing, gaming, using camera, listening to music, searching, using maps, charging and other activities that require checking the phone) and 4) other third parties, including app providers.

Source: USA media time spent share data based on eMarketer (adjusted to exclude classified and outdoors) as of 12/12, China media time spent data per Miaozhen Systems’ (a leading 3rd party ad tech platform) survey of 35,750 samples as of 12/12.

Immigration in America & The Growing Shortage of High-Skilled Workers
Report / Presentation Can Be Found at www.kpcb.com/insights

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Why Did We Publish a Report on High-Skilled Immigration?
• America is the global leader in the technology industry. • Immigrants (often with STEM* degrees) have been (and are) especially important to the vibrancy of tech companies. • America has a shortage of high-skilled STEM workers and our tech leaders believe it's constraining their ability to compete and grow jobs in America. • Government policy helps send many qualified foreign high-skilled workers home and constrains those that can come to America. • Global environment for recruiting high-skilled STEM workers is likely to get much more competitive. • Potential for immigration reform in America is very real and the future direction will likely be determined this year. • This is a big issue for the technology industry – we encourage you to read / share / opine on the report – it can be found at kpcb.com/insights
*Note: STEM = Science / Technology / Engineering / Mathematics.

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99% Of Americans Are Immigrants Or Descendants Of Immigrants
USA Population by Ancestry, 2010 Census

Immigrants or Descendants of Immigrants

15%

11%

9%

15%

13%

16%

5%

15%

306 Million

German Other European Asian

Irish African American* Other / Unclassified

English Hispanic

Native Americans

0.9%

3 Million

0%

20%

40%

60%

80%

100%
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Note: *African-American total includes those who came as slaves and not as voluntary immigrants. Other includes North America (Canada), Australia, New Zealand, and those who have more than one ethnicity reported. Source: Census Bureau, 2010 data.

High-Skilled Immigrants Are Only 1% Of Total U.S. Population

U.S. Population at a Glance, U.S. Born vs. Immigrants by Type of Admission, 2010
4MM, 1%

Total USA Population = 310MM
Note: Number of undocumented immigrants currently residing in USA is an estimate by PEW Hispanic Center based on Census data. Precise breakdown of legal immigrants currently residing in USA by type of admission is not available and is an estimate based on Census data as well as Department of Homeland Security immigrant admission data from 1986 to 2010. Source: Census Bureau, PEW, DHS.

*Note that while Andy Grove (from Hungary) is not a co-founder of Intel, he joined as COO on the day it was incorporated. **Francisco D’souza is a person of Indian origin born in Kenya. Source: FactSet as of 3/13; “The ‘New American’ Fortune 500”, a report by the Partnership for a New American Economy; “American Made, The Impact of Immigrant Founders & Professionals on U.S. Corporations”

Source: IBM, “Capitalizing on Complexity: Insights from Global CEO Study”, May 2010. Study consisted of face-to-face conversations with over 1,500 CEOs worldwide. Executives were asked to discuss top three external forces that will have the biggest impact on their organizations.

Students Taking at Least One Online Course Online Enrollment as a % of Total Enrollment
Source: Changing Course: 10 Years of Tracking Online Education in the United States. Babson Survey Research Group 1/13.

Healthcare – Context…
• $2.6T+ annual spend on healthcare in USA, 18% of GDP in 2010, up from 5% in 1960, and 2x OECD average. • ~100MM Americans (30%) of Americans considered obese in 2012, up from 15% in 1990. • $147B estimated medical costs associated with obesity in 2008, up from $79B in 1998.

When we debate health care policy, we seem to jump right to the issue of who should pay the bills, blowing past what should be the first question: Why exactly are the bills so high?
- Steven Brill, Time, March 2013

• 582 learning professionals worldwide were asked to provide their top 10 tools used for learning in 2012 / 2009 • ‘Learning tool’ is defined as any tool that you could use to create or deliver learning content/solutions for others, or a tool you use for your own personal learning • The 2012 survey compiled data from 582 learning professionals worldwide (55% working in education & 45% in noneducational organizations

Consumers Less Concerned About Employment, More Concerned About Rising Prices
Percent of USA Respondents Citing Their One Most Important Issue, 4/09 – 4/13
Q. Based on your current situation, which one of the following economic conditions most concerns you?

Source: Congressional Budget Office (CBO) Long-Term Budget Outlook (6/12). Data in our chart is based on CBO’s ‘alternative fiscal scenario’ forecast, which assumes a continuation of today’s underlying fiscal policy. Note that CBO also maintains an ‘extended-baseline’ scenario, which adheres closely to current law. The alternative fiscal scenario deviates from CBO’s baseline because it incorporates some policy changes that are widely expected to occur and that policymakers have regularly made in the past.

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Disclosure
The information offered in this presentation speaks to industry trends in general, and should not be construed as providing any particular recommendations or analysis for any specific company that is mentioned in this presentation. KPCB is a venture capital firm that owns significant equity positions in certain of the companies referenced in this presentation.